artivest for fund managers

Access High-Net-Worth Demand

Empower your sales team to deliver private funds

Smarter Sales Management

Make your sales organization alts-ready. Minimize coverage time per dollar of retail AUM by enabling wholesalers to provide advisors with secure, virtual materials and to track engagement.

Smarter Sales Management
Enhanced Operational Leverage

Enhanced Operational Leverage

Onboard limited partners, facilitate subscriptions, and administer positions without expanding your operations team or tying up resources currently dedicated to institutional accounts.

Features

Funds Displayed Simply and Securely

Funds Displayed Simply and Securely

Allow qualified advisors and end clients to view fund information online in a controlled and secure environment.

Wealth Manager Inroads

Wealth Manager Inroads

Interested advisors pursue next steps seamlessly via integration with wealth manager systems, whether wirehouse, RIA or IBD.

Next-Level Relationship Management

Next-Level Relationship Management

Financial advisor engagement activity feeds into a geographic heat map that facilitates roadshow planning and prospecting activity.

The End of Unnecessary Selling Obstacles

The End of Unnecessary Selling Obstacles

Intuitive, trackable, error-free client qualification and document completion eliminate advisor attrition due to “document fatigue.”

Communication with Key Management Tools

Communication with Key Management Tools

Alts dashboard talks to the wholesaler's CRM, enabling integration of private funds coverage into legacy long-only books of business.

Conduit Services Available

Conduit Services Available

Our seasoned operations and client service teams manage AML/KYC integration with fund admin, capital call and distribution processing.

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